Form

Installation

First, and most important, before you can install and use Form you must first install Connections. Follow this link to the installation instructions.

Install Form as you would any other WordPress plugin.

In the WordPress admin under the Plugins menu, select Add New.

Click the Upload link and the top of the page.

Browse to where you downloaded the Form zip file and select it.

Click Install Now.

On a successful installation click Activate Plugin.

Support License Activation

After you have activated Form, go to the Connections : Settings admin page and click the Licenses tab.

Enter the support license key that you received in your email receipt and click the Activate button. With your support license key activated, any time there is an update to Form released, you will be notified in the WordPress admin with an opportunity to update to the latest version with a single click.

Add the Submit Entry Link

The last step is to enable the “Submit New Entry” action link so your visitors can submit entries to your directory for moderation.

Go to the Connections : Settings admin page and click the Display tab. Scroll down to the Result List Actions section and enable the “Submit New Entry” option. You can optionally drag and drop the actions in the order you prefer. Lastly, click the Save Changes button.

Tip

If you are using the Link extension, it is recommended to leave this option disabled and use the Result List Action for Link instead.

Settings

After you have enabled the Result List Action go to the Connections : Settings admin page. All the settings related to Form can be found under the Form tab.

Require Login

To require your visitors to login before being able to submit an entry into the directory, enable the Login Required option. You can optionally configure the message to be displayed to visitors asking them to login.

Configuration

Entry Type

Connections supports entering multiple entry types. Form support the Individual and Organization entry types. By default Form allows the user to choose between the two when submitting an entry. You can disable this choice by disabling the Entry Type option.

Default Entry Type

If you permit the user to choose the entry type, you can set which type to be the default selection.

Fieldsets

By default all the available fieldsets are displayed for the user to enter their information. This section allows you to decide which fieldsets to display and in what order to display them in.

Redirect After Submit

By default when an entry is submitted by a user the page will display a processing and then a thank you message. If needed you can optionally redirect to another page in your site. To enable the redirect, enable the Redirect option and then choose the page that the user should be redirected to.

Email Notifications

By default both the user and the admin will receive an email notification about the entry submission. You can use these settings to configure these email notifications.

Note

The user will only receive a submission notification if they provided an email address.

If you, as the admin are logged in while testing submissions, you will not receive notifications.

FAQs

Why aren’t my submissions showing up in the moderation queue?

If you are logged in, your submissions may be bypassing the moderation queue because of permissions assigned to your role. See the “Roles” screen in the Connections admin to set and change the permissions for each role.

Is there a way for user submitted entries to be automatically approved?

Yes and no. If the user is an unregistered visitor to your website, their submission will be held in the moderation queue. However, if a user is a registered user on your website, logged in and they have been assigned a role, “Subscriber” by default, you can use the Connections : Roles admin page to give that role the permission to submit entries that do not require moderation.

Where do I find entries that have been submitted?

All user submitted entries are held in the “Moderate” queue. The moderate queue can be found on the Connections : Manage admin page. You can view the queue by clicking the “Moderate” link towards the upper left corner of the page.

Plugin Conflicts

Easing Slider

When this plugin is installed and activated the page Form is embedded on will refresh when the user clicks “Submit” instead of the form submission occurring via AJAX as it should which means the submission is never sent for moderation. A possible cause is that, by default, it loads an older version of jQuery instead of the current version bundled with WordPress. There is an option within Easing Slider to disable the loading of its version of jQuery. Please try this option to see if Form functions as expected.